Jonathan Douglas Williams
Investment adviser representative at Corient
18 yearsExperience
2 statesRegistered in
$165.3BFirm assets
4 yearsFirm in business
Are you Jonathan Douglas Williams? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Market timing
- Seminars and workshops
Experience
18 years in the industry.
- CorientSep 2026 to now
- Corient Services LLCSep 2026 to now
- Summit Trail Securities, LLCJan 2021 to Sep 2026
- Summit Trail Advisors, LLCAug 2019 to Sep 2026
- M & T Securities, Inc.Nov 2009 to Aug 2019
- Wilmington Trust, N.A.Dec 2008 to Aug 2019
Exams passed
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 2 states (PA, TX).
Corient
Legal name: Corient Private Wealth LP
$165.3BAssets managed
26,586Clients
669Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5278496
- Firm CRD
- 319448